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Palo Alto Networks

2,335 hedge funds and large institutions have $106B invested in Palo Alto Networks in 2025 Q2 according to their latest regulatory filings, with 252 funds opening new positions, 1,052 increasing their positions, 757 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,335
Holders Change
+110
Holders Change %
+4.94%
% of All Funds
31.29%
Holding in Top 10
89
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+34.85%
% of All Funds
1.19%
New
252
Increased
1,052
Reduced
757
Closed
100
Calls
$4.08B
Puts
$5.88B
Net Calls
-$1.81B
Net Calls Change
+$647M
Name Holding Trade Value Shares
Change
Shares
Change %
LWMI
2251
Legacy Wealth Management (Idaho)
Idaho
$16.2K +$614 +3 +4%
SC
2252
Stephens Consulting
Michigan
$16.2K +$3.89K +19 +32%
LIS
2253
Legacy Investment Solutions
Idaho
$16.2K +$16.2K +79 New
SC
2254
Sawyer & Company
Massachusetts
$16K +$4.1K +20 +34%
RTL
2255
Red Tortoise LLC
Georgia
$16K
PWMG
2256
Private Wealth Management Group
New Jersey
$16K
KG
2257
Kilter Group
New York
$16K +$16K +78 New
WAS
2258
Winch Advisory Services
Wisconsin
$15.6K +$2.05K +10 +15%
SC
2259
Steph & Co
Wisconsin
$15.1K -$409 -2 -3%
EWM
2260
Evolution Wealth Management
Florida
$14.3K +$14.3K +70 New
HWM
2261
HighMark Wealth Management
Minnesota
$13.3K
TIM
2262
Tortoise Investment Management
New York
$13.3K +$5.73K +28 +76%
IWM
2263
Inlight Wealth Management
Georgia
$13.1K
DWM
2264
Dogwood Wealth Management
Kansas
$13.1K +$5.1K +25 +64%
CJH
2265
Christopher J. Hasenberg
Wisconsin
$12.7K
T
2266
Transce3nd
Texas
$12.7K
MA
2267
MCF Advisors
Kentucky
$12.7K
PWMG
2268
Prestige Wealth Management Group
New Jersey
$12.3K
CBT
2269
Crews Bank & Trust
Florida
$12.3K
OA
2270
Operose Advisors
Wisconsin
$11.9K
MCA
2271
Midwest Capital Advisors
Michigan
$11.5K
LFA
2272
LGT Financial Advisors
Texas
$11.3K +$11.3K +55 New
LC
2273
Lavaca Capital
Texas
$11.1K
SC
2274
Solstein Capital
California
$11.1K
CSB
2275
City State Bank
Iowa
$11.1K +$1.23K +6 +13%